Form D · Other Investment Fund

Okabena Opportunities Fund, LLC

Minneapolis, MN · CIK 1544753

Offering snapshot reported Mar 22, 2017 · SEC filing

Reported sold
$43M
Indefinite offering
Investors reported
26
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Oct 23, 1995
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$21.5M$43MMar 24, 2016: $40,578,249.00Mar 24, 2016Mar 22, 2017: $42,950,718.00Mar 22, 2017

Dates are filing dates, not cash receipt dates. Decreases are reported revisions, not evidence of withdrawals. Separate offering histories are not added together.

What changed?

Latest filing versus its linked predecessor, where available.

  • Reported sold$40,578,249 → $42,950,718
  • Reported investors24 → 26

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Mar 22, 2017Amendment$42,950,718$2,372,469vs Mar 24, 201626SEC filing
Mar 24, 2016Amendment$40,578,249No comparison24SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b, 3C.1, 3C
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-175785

Source: Form D, filed Mar 22, 2017. Minimum accepted may differ from a standard advertised minimum.

Fund connections

No confirmed ADV fund connection is available for this issuer.

People & organizations

Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.

People and organizations reported in Form D filings
NameReported role
Stacy Kleven Executive
Douglas A. Neimann Executive
N/A Okabena Investment Services, Inc. Executive
Okabena Investment Services, Inc. Okabena Investment Services, Inc. Executive
Scott M. Russett Executive
Sherry Van Zee Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
1800 Ids Center 80 South Eighth Street
Minneapolis, MN, 55402-4523